Purchases and Sales Made in Q1 2025 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q1 2025. The information is specifically focused on institutions that hold shares of BOULDER GROWTH & INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-856- 0.42% |
$13.5K - $14.8K
|
201K
$3.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 66.67% |
$15.8K - $17.3K
|
500
$8.92K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.46K- 6.93% |
$23K - $25.2K
|
19.6K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.56K- 7.38% |
$24.6K - $27K
|
19.6K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.92K- 6.1% |
$30.2K - $33.2K
|
29.5K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3K- 6.3% |
$47.2K - $51.8K
|
44.6K
$795K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-3.12K- 0.4% |
$49.1K - $53.9K
|
785K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.16K- 2.81% |
$49.8K - $54.7K
|
109K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.84K- 33.73% |
$60.5K - $66.5K
|
7.55K
$135K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.2K- 2.19% |
$66.1K - $72.6K
|
187K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-5.25K- 2.73% |
$82.7K - $90.8K
|
187K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.39K- 5.18% |
$84.9K - $93.2K
|
98.7K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.41K- 9.84% |
$117K - $128K
|
67.9K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.41K- 3.24% |
$117K - $128K
|
221K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-7.47K- 0.61% |
$118K - $129K
|
1.21M
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-7.62K- 1.68% |
$120K - $132K
|
445K
$7.93M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.42K- 91.26% |
$133K - $146K
|
806
$14.4K
|
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-9K- 15.25% |
$142K - $156K
|
50K
$892K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.7K- 19.31% |
$153K - $168K
|
40.5K
$723K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-12K- 97.07% |
$189K - $207K
|
361
$6.44K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-31.6K- 2.64% |
$498K - $547K
|
1.16M
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-38K- 18.8% |
$599K - $657K
|
164K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-41.4K- 6.22% |
$653K - $716K
|
625K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76K- 2.96% |
$1.2M - $1.32M
|
2.49M
$44.4M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-133K- 45.96% |
$2.09M - $2.3M
|
156K
$2.78M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-446K- 61.35% |
$7.03M - $7.71M
|
281K
$5.01M
|